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Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1976
S.R. Schill & Associates
Washington
$704K +$213K +1,928 +44%
FWP
1977
FAS Wealth Partners
Kansas
$703K +$4.86K +44 +0.7%
SIM
1978
Sterling Investment Management
Arizona
$701K -$70K -634 -9%
LBD
1979
Landsberg Bennett & Dubbaneh
Florida
$701K +$331 +3 +0%
PFBT
1980
Parkside Financial Bank & Trust
Missouri
$701K +$128K +1,161 +23%
GCAC
1981
Guardian Capital Advisors (Canada)
Ontario, Canada
$699K +$293K +2,655 +48%
NICM
1982
Neo Ivy Capital Management
New York
$699K +$692K +6,268 New
BPCA
1983
Bank Pictet & Cie (Asia)
Singapore
$696K -$1.26M -11,435 -65%
BCA
1984
Berman Capital Advisors
Georgia
$695K +$3.42K +31 +0.5%
TCM
1985
Tradewinds Capital Management
Washington
$692K +$52.4K +475 +8%
NCM
1986
Northside Capital Management
Oregon
$691K +$258K +2,337 +61%
BCP
1987
Berkeley Capital Partners
Georgia
$686K -$433K -3,925 -39%
BPM
1988
Bowling Portfolio Management
Ohio
$685K -$7.29K -66 -1%
SAM
1989
Smithbridge Asset Management
Pennsylvania
$684K -$77.3K -700 -10%
DIM
1990
Delta Investment Management
California
$683K +$244K +2,208 +56%
JDR
1991
Jay D. Rosenbaum
$682K +$674K +6,109 New
BWM
1992
Buckley Wealth Management
Nevada
$675K -$141K -1,273 -17%
VCM
1993
Vigilant Capital Management
Maine
$675K +$221K +2,000 +49%
XF
1994
XML Financial
Maryland
$674K +$117K +1,061 +21%
WP
1995
WealthShield Partners
North Carolina
$674K +$667K +6,043 New
TW
1996
Transform Wealth
Colorado
$673K -$5.94M -53,815 -90%
LF
1997
LifeSteps Financial
California
$672K +$27.6K +250 +4%
BSG
1998
Black Swift Group
Colorado
$671K +$662K +6,000 +42,857%
ROTUOC
1999
Regents of the University of California
California
$669K – – –
GWM
2000
Gray Wealth Management
Maine
$666K +$143K +1,296 +28%
78 79
80
81 82